Livelsberger Financial Advisory - Portfolio overview

Livelsberger Financial Advisory has 6 reported holdings in this dataset, with the latest filing dated 2025-10-14.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

  1. ABBV - ABBVIE INC, 39.51%
  2. AAPL - APPLE INC, 16.47%
  3. ABT - ABBOTT LABS, 16.33%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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